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QUANTBASE

Business and Investment Profile

The QUANTBASE is a privately held investment adviser that advises $26.62mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. QUANTBASE is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 3,327,952.25% over the last 4-years.

Regulatory Profile

The Group has been registered with the SEC for 4.63 years and is comprised of 2 filing and 0 relying advisers. They operate out of 3 office locations with their Headquarters at 30 WALL STREET SUITE 801, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 2 employees comprised of 1 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.

Asset Profile

Their $26.62mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $21.75mn or 81.69% of Total Assets and High Net Worth Individuals own $4.88mn or 18.31% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

QUANTBASE names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: QUANTBASE

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Keywords: Quantbase, Quantitative Finance
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